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CNBC
Nov 6, 2012 4:00pm EST
about just election uncertainty coming out of the market, not about whether it's a romney or obama victory. it is people just looking at it. it's election uncertainty coming out. >> that makes a lot of sense. real quick, let's go around the horn here. how do you allocate capital? what do i want to be exposed to, and what do i want to sell in 2013? given all of this that we know so far. >> well, you definitely want to get out of defense stocks. you don't want to be there because i think that those have already moved. if you get an obama win, you're going to get a pullback there. i think you want to start to look at retail. if people start to feel better, they're going to spend more money. >> all right. keep away from defense. buy retail. who's next? >> well, what i would do is i would keep a balanced portfolio. 50% equities, 50% fixed income. you want to go up the quality spectrum as well as you don't want to be exposed to european equities. when you have a destabilizing economy across the globe, that's where you want to allocate. >> jump n next up. >> i think that no matter who win
CNBC
Nov 5, 2012 4:00pm EST
be a positive for the challenger in the form of mitt romney but everybody has their own unique foibles how they want to proceed on the trading side. traders aren't giving me anything solid as a glimpse into who wins but they seem optimistic they think the fiscal cliff will be dealt with, but it won't be dealt with until next year and dealt with retrospectively. >> i would agree, that's what people are saying now. chris, regardless, you're saying you're staying neutral before the election. what does that mean? where are you putting your money right now? >> i think the only pull we really believe is we're going to end up with a divided -- a divided government again. that's for sure. as a consequence, when you look at the presidential outcome, i think right now the edge seems to be at obama based on the polls. but well within the margin of error. so, if you saw a romney victory, i would disagree with rick, i think you could see a pop in the markets if we saw a romney victory. from ourve, if you want to look at what you emphasize, tradeable themes on the republican side and democratic side. if
CNBC
Nov 7, 2012 4:00pm EST
romney to win the election. this is business as usual. the market is now focusing on the fiscal cliff. the consequences of not figuring something out are so dire that the government, in spite of themselves, is going to figure something out. we think in terms of taxes, don't think anything draconian is going to happen. we think capital gains and dividend tax might go up to 20%, 25% at the highest. we just don't think it would with fly and wouldn't make sense. we would not be making any radical changes in the portfolio short of having, if you repositioned your portfolio for a romney victory. obviously, then, you want to undo some positions. >> just to state the facts, meg. you are dealing with, you know, high income clients at jpmorgan private bank. you're hearing concerns from them. 20 to 25% in dividends. the facts are if these guys do nothing about the fiscal cliff, dividend taxes could go to 43%. that's a huge difference from 15%. do you believe it could be 20 to 25%? what's your take? >> clients are certainly concerned about this. they're asking a lot of questions about the dividen
CNBC
Nov 2, 2012 4:00pm EDT
. is it qe, or is it romney? are the effects of the weaker stock after the number, are they effects of a stronger dollar after the number really because of qe, or are they because not only do we potentially have a challenger that's close enough to win but if that challenger does win, what's to say to bernanke, what's to say to the fed, what's to say to qe, what's to say to the bye bauy backs? you can go either way on it. all these issues are making it difficult for investors who have a good hunch to necessarily bet a bunch. >> very interesting day. you make a lot of good points. jeff cox, what do you think? >> i want to piggy back on this theme of good news is bad news and maybe people are worried about bernanke is going to go to the basement of the fed and pull the plug on the printing press. if investors out there are concerned that we do stop the qe train and it might get in the way of market rally, let me offer something for them. i've been crunching the numbers on the jobs report all day. the thing that stood out to me more than anything was no gain in wages. we've been stuck o
CNBC
Nov 8, 2012 4:00pm EST
for the industry. we know mitt romney was more of a fan of coal stocks. but he will not be our president. we now know. mar maria, back to you. >> court, thanks. meanwhile, what's the deal with groupon? the daily deal website's latest results out just minutes ago. we'll talk about what groupon needs to survive. the story next. plus, more on this busy edition of the "closing bell." >>> coming up, the empire strikes gold? >> hello there. >> disney's ceo bob iger joins maria for a first-on interview to talk earnings and the acquisition that adds the star wars franchise to the magic kingdom's galaxy of studios. >>> plus, rise above. should we be doing all we can to stop from going over the fiscal cliff? >> let's rise above the dysfunction and do the right thing together for our country. >> or is it a necessary evil for the long-term health of our economy? we debate straight ahead. >>> and coming unraveled. he's the man some say is a bigger crook and liar than bernie madoff. >> how many people who are condemning what i did would know for sure they would never do anything like what i did if they knew t
CNBC
Nov 28, 2012 4:00pm EST
, it's not just the mitt romneys of the world who will take a hit for higher tax rates on dividends next year. wait. you hear how widespread the pain will be felt among ordinary americans. >>> later, save my 401(k). americans pour millions into these nest eggs because of tax benefits. someone here says those breaks could be chopped to cut the deficit. are those worries overblown? a heated debated is coming up. music is a universal language. but when i was in an accident... i was worried the health care system spoke a language all its own with unitedhealthcare, i got help that fit my life. information on my phone. connection to doctors who get where i'm from. and tools to estimate what my care may cost. so i never missed a beat. we're more than 78,000 people looking out for more than 70 million americans. that's health in numbers. unitedhealthcare. >>> let's get to mary thompson who has more on some of market action. >> more actually on all these companies paying out these dividends, michelle. consider this. last year only 44 members of the russell 3 o -- 3 000 had paid out a special
CNBC
Nov 1, 2012 4:00pm EDT
think that is -- the way the markets are trading these days, if mitt romney wins, the market will expect a faster improvement in the economy than if barack obama is re-elected. i think that's probably the right way to look at it. >> all right. we'll leave it there. gentlemen, thank you very much, we appreciate your time tonight. we had a little bonus time there. i'm glad we got to that question. up next, my thoughts on leaders rising in the aftermath of super storm sandy. and a concert benefiting victims of sandy. bon jovi, christina aguilera. you can catch them tomorrow night at 8:00 p.m. join us for this special concert coming together. u tdd#: 1-800-345-2550 low-cost investment options-- tdd#: 1-800-345-2550 like our exchange traded funds, or etfs tdd#: 1-800-345-2550 which now have the lowest tdd#: 1-800-345-2550 operating expenses tdd#: 1-800-345-2550 in their respective tdd#: 1-800-345-2550 lipper categories. tdd#: 1-800-345-2550 lower than spdr tdd#: 1-800-345-2550 tdd#: 1-800-345-2550 and even lower than vanguard. tdd#: 1-800-345-2550 tdd#: 1-800-345-2550 that means with schwab,
CNBC
Nov 27, 2012 4:00pm EST
, this is a really hot button political issue. during the presidential campaign, challenger mitt romney said several times during that campaign that he would on day one basically name china a currency manipulator. obviously i spent many years covering the chinese yuan in asia. it's a dangerous thing to do. you name china a currency manipulator, they would somehow retaliate toward the united states. that's what we're seeing right now with the treasury department saying the currency is undervalued, but not labeling them a manipulator. >> they've obviously let the currency appreciate. there has been progress. maybe not enough for some people. >> it has moved higher. th for. all right. let's move on as the white house and congress begin the process of hammering out their differences over the fiscal cliff. a host of companies have been rushing to issue these special dividends or they pay them early to avoid higher taxes next year. so far this year companies with a market cap of more than $1 billion have issued 60 special dividends, and that's nearly double from what we saw in 2011 when only 35 companies
CNBC
Nov 29, 2012 4:00pm EST
in 2013? you were a romney supporter. do you have to change your strategy now that we know we have president obama for the next four years? he's got a much different mentality. >> i'm a social liberal fiscal conservative. my party doesn't really exist. i thought if the nation got burr rid under trillions of debt, there would be nothing to talk about. we wouldn't have a social agenda. >> we're close to it. >> 16 on our way to 20. then you lose options. you go over an edge where you're only services debt. today our interest expense is like $120 billion or so. 4% on $20 is $500 billion. that overwhelms all the discretionary spending. somebody has to get serious in washington. i'm hoping obama is coming to be a great president, which has come to the center. he inherited a bad economy. there's no doubt, right? but we haven't made a lot of progress. we haven't given business a lot of confidence. we have $1 trillion -- >> antagonistic with business. >> we would call it antagonistic. a lot of listening but not a lot of hearing. i'm supposed to go -- i won't say that. >> you're going to go
Search Results 0 to 8 of about 9